Corporate-Class Mutual Funds: What to Know Before Investing

Corporate-Class Mutual Funds: What to Know Before Investing

Corporate-class mutual funds let you switch between funds without having to pay capital gains taxes right away. But there are reasons why regular mutual funds, as well as ETFs, make better investments
Corporate class, or “tax-advantaged,” mutual funds are classes of funds that let you switch… Read More

The Ins and Outs of Investing in Exchange Traded Funds

The Ins and Outs of Investing in Exchange Traded Funds

Discover the best ways you can add ETFs to your portfolio
ETFs are one of the most popular and most benign investing innovations of our time—and the best ETF investments can be great low-fee ways to hold shares in multiple companies with a single investment… Read More

ETFs to invest in: 5 top tips for better ETF investing

ETFs to invest in: 5 top tips for better ETF investing

If you’re looking for ETFs to invest in for the best portfolio returns, then let these five tips guide your search.

Here are five tips to use when considering ETFs to invest in.

The best ETFs to invest in practice “passive management”

Traditional ETFs are “passive”… Read More

3 key ETF Definitions for Investors

3 key ETF Definitions for Investors

Our key ETF definitions will help you better understand ETF investing
The simplicity of investing in ETFs holds a lot of appeal for many investors. We’ve compiled a list of ETF definitions so you can determine if ETFs are right for your portfolio.

What does ETF mean?

ETF… Read More

TSX ETF investing: 5 tips for successfully picking the right ones

TSX ETF investing: 5 tips for successfully picking the right ones

With all the TSX ETF investments available, it’s not too difficult to diversify your portfolio. Here’s how.
There are hundreds of ETF opportunities on the Toronto Stock Exchange (TSX) sponsored by investment managers like BlackRock Inc., BMO Asset Management and Horizons ETFs Management. The best TSX… Read More

Q: May I ask your opinion on ZWB (BMO Covered Call Canadian Banks) and HYGH (iShares Interest Rate Hedged High Yield Bond ETF)? In addition, does “covered call” offer any appreciable advantage over straight bank stocks or bank ETFs? And does the hedging of HYGH add risk or unpredictability versus the “straight” HYG? Thank you.

A: The BMO Covered Call Canadian Banks ETF, $18.62, symbol ZWB on Toronto (Units outstanding: 68.1 million; Market cap: $1.3 billion; www.bmo.com/gam), holds shares of Canada’s six largest banks (CIBC, TD Bank, Bank of Montreal, Bank of Nova Scotia, Royal Bank and National Bank) either… Read More

Q: Pat, could I get your recommendation on the BMO Canadian High Dividend Covered Call ETF (TSX: ZWC)? Thanks.

A: BMO Canadian High Dividend Covered Call ETF, $18.36, symbol ZWC on Toronto (Units outstanding: 21.1 million; Market cap: $387.4 million; www.bmo.com/gam/ca/investor/products/etfs), focuses on mostly high-quality Canadian stocks. Its top holdings are BCE at 4.2%; Pembina Pipeline, 4.0%; CIBC, 3.8%; Enbridge, 3.7%; Nutrien, 3.6%; Telus… Read More